Carla Shorts signed York Wallcoverings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
York Wallcoverings, Inc.'s EIN is 23-1242470.
Download the official 2024 Form 5500 (PDF) for York Wallcoverings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)York Wallcoverings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE PENSION CONSULTANTS LLC | 76-0772781 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $8.1M | 18.3% | |
| PRIN LIFETIME HYB 2025 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $7.0M | 15.9% | |
| PRIN LIFETIME HYB 2035 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.0M | 13.6% | |
| PRIN LIFETIME HYB 2040 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.7M | 8.4% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.7M | 6.1% | |
| PRIN LIFETIME HYB 2020 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.5M | 5.7% | |
| PRIN LIFETIME HYB 2050 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.8M | 4.1% | |
| PRIN LIFETIME HYB 2015 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| PRIN LGCAP S&P 500 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.5M | 3.5% | |
| PRIN LIFETIME HYB 2045 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.1M | 2.5% | |
| PRIN LIFETIME HYB 2055 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 2.4% | |
| American Funds Growth Fund of America Class R4 " | Mutual Funds | — | — | $831K | 1.9% | |
| MFS Value Fund Class R4 " | Mutual Funds | — | — | $602K | 1.4% | |
| Goldman Sachs Large Cap Growth Insights Fund Investor Class " | Other securities | — | — | $584K | 1.3% | |
| PRIN MIDCAP S&P 400 IDX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $576K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $512K | 1.2% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $484K | 1.1% | |
| PRIN SMALLCAP VALUE II SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $450K | 1.0% | |
| JP Morgan US Value Fund Class R5 " | Other securities | — | — | $434K | 1.0% | |
| PRIN LIFETIME HYB 2060 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $432K | 1.0% | |
| Janus Henderson Triton Fund Class T " | Mutual Funds | — | — | $393K | 0.9% | |
| American Funds EuroPacific Growth Fund Class R4 " | Mutual Funds | — | — | $381K | 0.9% | |
| PRIN HIGH YIELD SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $354K | 0.8% | |
| PGIM Total Return Bond Fund Class R4 Mutual fund | Other securities | — | — | $306K | 0.7% | |
| Janus Henderson Enterprise Fund Class T " | Mutual Funds | — | — | $235K | 0.5% | |
| Victory Sycamore Established Value Fund Class Y " | Other securities | — | — | $219K | 0.5% | |
| American Funds New Perspective Fund Class R4 " | Mutual Funds | — | — | $163K | 0.4% | |
| PRIN LIFETIME HYB 2065 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $154K | 0.3% | |
| American Funds New World Fund Class R4 " | Mutual Funds | — | — | $25K | <0.1% | |
| PRIN REAL ESTATE SECS SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $18K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $8K | <0.1% | |
| (E) | Other securities | — | $25K | $2K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYB INC CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
